Family Management’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,235
| Closed | -$244K | – | 177 |
|
|
2024
Q1 | $244K | Sell |
1,235
-1,516
| -55% | -$300K | 0.04% | 131 |
|
|
2023
Q4 | $594K | Sell |
2,751
-14,739
| -84% | -$3.18M | 0.12% | 83 |
|
|
2023
Q3 | $2.88M | Sell |
17,490
-131
| -0.7% | -$21.5K | 0.65% | 34 |
|
|
2023
Q2 | $3.42M | Sell |
17,621
-230
| -1% | -$44.6K | 0.75% | 32 |
|
|
2023
Q1 | $3.65M | Sell |
17,851
-355
| -2% | -$72.5K | 0.84% | 31 |
|
|
2022
Q4 | $3.86M | Sell |
18,206
-869
| -5% | -$184K | 0.94% | 29 |
|
|
2022
Q3 | $4.1M | Sell |
19,075
-3,162
| -14% | -$679K | 1.05% | 25 |
|
|
2022
Q2 | $5.68M | Buy |
22,237
+2,086
| +10% | +$533K | 1.53% | 17 |
|
|
2022
Q1 | $5.06M | Buy |
20,151
+3,092
| +18% | +$777K | 1.4% | 21 |
|
|
2021
Q4 | $4.99M | Buy |
17,059
+240
| +1% | +$70.2K | 1.3% | 23 |
|
|
2021
Q3 | $4.46M | Sell |
16,819
-45
| -0.3% | -$11.9K | 1.23% | 25 |
|
|
2021
Q2 | $4.56M | Buy |
16,864
+1,609
| +11% | +$435K | 1.21% | 24 |
|
|
2021
Q1 | $3.65M | Buy |
15,255
+653
| +4% | +$156K | 1.15% | 27 |
|
|
2020
Q4 | $3.28M | Buy |
14,602
+1,195
| +9% | +$268K | 1.12% | 35 |
|
|
2020
Q3 | $3.24M | Buy |
13,407
+921
| +7% | +$223K | 1.42% | 21 |
|
|
2020
Q2 | $3.23M | Buy |
+12,486
| New | +$3.23M | 1.31% | 20 |
|